Wellington School Dc Retirement Plan
Sponsored by The Wellington School · EIN 310977200 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 134
- With balances
- 240
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $38,433 |